WealthPoint™: Wealth Identification and Information Services for NonProfits

WealthPoint, Blackbaud's new wealth identification and information service, provides you with financial, biographical and demographic data on the wealthiest individuals in your database, enabling you to plan the most effective cultivation strategies for your major donor prospects.

How It Works

Like ProspectPoint, the analysis begins when you send Blackbaud an electronic copy of your database, including individual giving history. To perform the screening, the information you provide is cross-referenced against Blackbaud's WealthPoint database. Through a series of complex matching algorithms, WealthPoint first identifies the wealthiest constituents in your database and then appends a broad array of data about those individuals, including biographical information, employment data, income and assets, real estate and financial holdings, charitable gifts and philanthropic interests and associations.

WealthPoint Online

WealthPoint Online is an added feature that allows you to access all the vital WealthPoint financial and biographical information via a web browser. This convenient access not only gives you a way to keep your original WealthPoint results updated with fresh data but also provides you with the means to gather information on new prospects as they come to your organization.

Deliverables

Approximately four weeks after sending us your data, you will receive the following:

  • Your WealthPoint results, packaged in Blackbaud Analytics’ proprietary WealthPoint Viewer application. With the WealthPoint Viewer you can:

    • View and edit prospect records
    • Map prospect locations
    • Preview and print prospect profiles
    • Preview and print statistical reports
    • Interface with The Raiser’s Edge
    • Export data to other financial and CRM systems

  • ACD-ROM of your database as well as the WealthPoint results
  • A presentation of the final results by an experienced member of the Blackbaud Analytics team

WealthPoint Data Sources

Blackbaud has partnered with the most trusted data sources to create one of the most comprehensive wealth databases in the industry. These are a few of the trusted partners:

  • Dun & Bradstreet®
  • Lexis-Nexis Property Records
  • MarketGuide
  • Maruquis Who's Who®
  • FEC
  • Larkspur Data
  • Waltman's Charitable Gifts
    Guidestar

 

ProspectPoint & WealthPoint Together

Use ProspectPoint and WealthPoint services together to create the most comprehensive and useful research results so you will spend the appropriate amount of time and resources on each prospect segment and maximize donation amounts at all giving levels.

Trust Blackbaud Analytics

Blackbaud Analytics employs cutting-edge modeling techniques to help a diverse group of organizations such as:

  • West Texas Rehabilitation Center
  • American Red Cross - Greater Cleveland Chapter
  • The Hospital for Sick Children
  • Sunshine Foundation
  • Northern Illinois University Foundation
  • Royal Ontario Museum
  • Fairmont State University
  • Alma College
  • National Alliance for Autism Research
  • The Coast Guard Foundation
  • Xaverian Brothers High School
  • University of North Florida
  • Museum of Fine Arts Boston
  • Seattle Symphony
  • Spoleto Festival U.S.A.
  • Sigma Chi
  • St. Louis Zoo
  • Berkshire School
  • ASPCA
  • Roman Catholic Archdiocese of Boston

 

Call: 800.443.9441
E-mail:

Areas that will benefit from Blackbaud Analytics:

  • prospect research
  • major gift prospects
  • prospect management
  • planned giving
  • major giving
  • data modeling
  • planned gift
  • donor identification
  • prospect screening
  • wealth screening
  • electronic screening
  • donor prospect software
  • capital campaigns
  • wealth identification (wealth ID)
  • profilebuilder
  • donor management
  • campaign management
  • wealth capacity
  • endowment campaign
  • annual giving propensity
  • major giving propensity
  • planned giving propensity
  • Combining the power of ProspectPoint and WealthPoint for a maximum prospect research solutions: case study


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